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Matthew Davis  

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  • Theater stocks lower after Mockingjay box runs short of lofty forecast [View news story]
    Fight the crowds to see Mockingjay 2? LOL hardly. The Hunger Games were mediocre movies at best with piss poor casting. Lionsgate does well with teen novel adaptations but teens are fickle and it seems this series lost its core demographic by stretching it out too far. Harry Potter is different, it involved the demise of a legendary character. Splitting Harry up into two parts made sense tonease the blow and to nail the finale.
    Nov 25, 2015. 01:02 PM | Likes Like |Link to Comment
  • Disney ratchets up royalty rate on Star Wars products [View news story]
    it just said they doubled the rate, and have everyone dump the brand?
    Nov 25, 2015. 10:32 AM | Likes Like |Link to Comment
  • Stocks set to start day in the red [View news story]
    They have to raise rates now. They painted themselves into a corner. International travel is at a stand still because of terrorism and a very strong dollar. Our economy and housing has been buoyed by foreign investors who want to charge the American people 30-40% of their income on rent. This will end soon and housing market will flood with bargains again. Be patient, rent bubble will burst soon.
    Nov 24, 2015. 11:37 AM | Likes Like |Link to Comment
  • GDP growth an in-line 2.1% in Q3 [View news story]
    Isn't 2% usually the margin of error in most studies?
    Nov 24, 2015. 11:33 AM | 1 Like Like |Link to Comment
  • Treasury yields slip on macro jitters [View news story]
    Even if the fed hikes .25% which is on the high end, does it justify a 2.25% bond yield?
    Nov 24, 2015. 09:49 AM | Likes Like |Link to Comment
  • Stocks set for higher open [View news story]
    I know they are waiting on the sidelines for the irrational exuberance to bid up the market to new highs, knowing this is unsustainable and recent earnings in retail show a recession! So tread carefully and ignore any moron on tv thats waiving an all clear flag.
    Nov 20, 2015. 01:38 PM | Likes Like |Link to Comment
  • Stocks set for higher open [View news story]
    Doesn't make sense. I think this is the last gasp to hit an all time high before the shorts step in before a rate hike. If you think a rate hike now is the right course you're wrong. A strong dollar and high interest will tamper foreign investment which has been keeping our market alive. Housing will go down. Rising rates is usually good for housing but I believe its been skewed by foreign speculators. Might be looking to short housing and energy and buying into some bonds and higher quality growth stocks.
    Nov 20, 2015. 07:48 AM | 8 Likes Like |Link to Comment
  • Stocks rally as Fed rate hike looks increasingly likely [View news story]
    This makes no sense to me. Rally on a move that is going to impact earnings directly and lower our addiction to foreign investors buying our land and houses.
    Nov 18, 2015. 04:35 PM | 8 Likes Like |Link to Comment
  • FOMC minutes: Most open to December rate hike [View news story]
    Look out below
    Nov 18, 2015. 02:30 PM | 2 Likes Like |Link to Comment
  • 'Disney Infinity 3.0' launches as gaming test for Apple TV [View news story]
    This won't compete with a PS4 or XB1, just a casual device like Fire TV. Its thw same as an iPhone6 in a box. I have low expectations on this.
    Nov 16, 2015. 05:56 PM | Likes Like |Link to Comment
  • Retail: Use Extreme Caution And Buy The Gems Only [View article]
    It can be good when buying from China, but being 1-2% off of all time highs in the market does not have negativity priced in at all.
    Nov 15, 2015. 06:27 PM | Likes Like |Link to Comment
  • Retail: Use Extreme Caution And Buy The Gems Only [View article]
    Thanks for the comments Ian.
    Nov 15, 2015. 06:26 PM | 1 Like Like |Link to Comment
  • Retail: Use Extreme Caution And Buy The Gems Only [View article]
    57313...whatever anonymous,

    .25% on a billion dollars is huge. Especially since companies like Apple have been taking advantage of free money and loans to buy back their stock in artificially inflate EPS and guidance. I refer to Carl Ichan's video. We do not have anything near 4% unemployment, so you must live in la-la land. 270,000 jobs a month ago and then 270,000 unemployment applications doesn't mean jack since they offset each other. Gallup, a respected polling and news publication debunked the current administrations formula for calculating the current UE rate. Janet Yellen said at a news conference last year, she does not use the UE rate she uses the U6 rate in order to calculate fed policy according to the trends. You're comments seem very uninformed.

    Job reports are a lagging indicator, not a forward guiding one. The last slew of retail reports came out and guided forward earnings LOWER, not higher. This guidance speaks volumes about where the economy is headed, not where its been. Remember a UE report only states where we have been a month ago. Uptick in wages you say? Wow, a 1% raise in 10 years, is that mind blowing to you?

    If you couple raising rates, and a strong dollar where foreign investors will no longer have purchasing power because their currency was devalued 3:1, you have no clue as to what you are talking about. The company AirBnB admitted 3 days ago that their speculative foreign investors have artificially inflated house prices in key markets all across the country. It is proven. It is a fact. As is the rest of the information I have given you. If you choose to ignore it, then say bye bye to your money. A fool is parted from his money easily.

    I am giving you and everyone a caution signal based on information I have been reading and disseminating. Please do no be reckless and buy $M just because its cheap, it may be a lot cheaper soon.
    Nov 15, 2015. 06:25 PM | Likes Like |Link to Comment
  • Retail: Use Extreme Caution And Buy The Gems Only [View article]
    This is going to be a bad holiday shopping season. I have been getting the black Friday emails and it is a race to rock bottom. That means little to no margin. The retail hit is deeper than you are shrugging off. Finally global events are catching up with the US. I believe the Fed will raise rates in December, WORST possible timing ever but they believe the economy will shake it off in a few weeks. I am telling you now, this will cause a recession. Not a great recession, but lets face it. We all know we are being buoyed by foreign investment especially housing. Raise the rates, strong dollar combined and housing will come to a halt. So what to do? That is up to you, I am waiting for 3% on the T bill, and will probably move to cash and bonds in the medium term. Now terrorist attack in France and all out war is going to exacerbate our problems. Good luck and be an opportunistic predator in this environment, which means look at Macy's and others when they hit rock bottom.
    Nov 15, 2015. 12:41 AM | 1 Like Like |Link to Comment
  • Energy companies drag stocks lower, S&P 500 slips below 200-day MA [View news story]
    Judging by this earnings season I wont takes recession off the table. Ive been predicting a 2016 recession since August. It wont be a financial crisis but many factors are just now starting to affect the economy such as a high dollar and rising interest rates. Those are killing foreign investors which we have been relying on to prop up our economy. Ive been saying housing is mainly foreign investor speculators since last year and low and behold Airbnb admits that its foreign investors have artificially inflated housing prices in many markets. Wonder why you hear real estate agent commercials noasting getting 20% over market? Its some Brazilian or Venezielan building a portfolio and charging outrageous rent. The jobs number last week was a joke, 270,000 part time jobs yippee.
    Nov 13, 2015. 09:14 PM | Likes Like |Link to Comment